Explore Tasks
Build an evidence-based plan for a strategic customer account
The account team and sales leadership receive a multi-year account plan with revenue history, whitespace, buying-group map, risk signals (credit, service, health) and an evidenced account forecast that the team works to.
2jobs do it
4jobs help with it
32skills it needs
Does itHelps with it
- Reading and tracing unfamiliar code
- Reviewing human- and AI-generated code changes for correctness and risk
- Sampling and reviewing a team's work against standards
- Diagnosing misleading data visualisations
- Verifying reports and dashboards before and after release
- Verifying AI-assisted outputs against sources
- Disclosing AI contribution to professional work
- Testing competing explanations with discriminating evidence
- Independently checking analytical conclusions and claims
- Escalating unresolved risks with evidence and clear ownership
- Giving specific developmental feedback on data and AI work
- Judging the materiality of defects and deficiencies for the intended use
- Setting and reviewing action thresholds for scores and model predictions
- Interpreting financial statements and ratios for decisions
- Analysing working-capital drivers and cash conversion
- Identifying and quantifying decision downside and exposure
- Rating risks against appetite and choosing proportionate treatment
- Assessing customer creditworthiness and setting limits
- Prioritising collection actions from aged debt
- Estimating accruals, provisions and expected credit loss under accounting policy
- Interpreting policy scope and delegated authority limits
- Making accountable decisions under uncertainty
- Revising prior decisions when evidence changes
- Reasoning about systems, feedback and second-order effects
- Facilitating group decisions using disputed evidence
- Recognising and resolving ethical conflicts in data and AI work
- Analysing staged funnels: conversion, time in stage and slippage
- Analysing customer lifetime value and unit economics
- Reconstructing a record's state at a point in time from history and audit trails
- Qualifying sales opportunities with traceable evidence
- Challenging probability-weighted sales forecasts
- Mapping buying groups and account whitespace
Paths that teach the skills it needs
Skill Path
Data Literacy for Business Decisions
Judge whether a business claim from a table, KPI, chart or dashboard really holds up.
- Modules
- 5 open
- Practice data
- Raket Parts
Skill Path
Customer, Revenue and Sales Analytics
Analyse pipeline, forecast quality, segments and lifetime value from CRM and billing data.
- Modules
- 5 open
- Practice data
- Raket Parts
Skill Path
Diagnostic Investigation and Root Cause Analysis
Resolve contradictory evidence and find, verify and prevent the causes of business and data anomalies.
- Modules
- 5 open
- Practice data
- Raket Parts
Coming soonFinancial Modelling and Decision Support